Staying with China Tech because Alibaba is carrying out the large scale deployment of generative AI across its e-commerce platforms for the first time during this year's double 11 Shopping festival. Speaking exclusively to Bloomberg Group, Vice president Kaifu Zhang also told us how the technology is helping partner merchants and enhancing the overall user experience. We actually did a very substantial rework of our research and recommendation this year, starting with our 2 billion product listings, because ...

Forbes Daily: OpenAI Steps Into E-Commerce With ChatGPT Instant Checkouthttps://t.co/Sx7WyynyfU https://t.co/hdK1jn8Pcw ...

E-commerce Strategy - Mastercard is preparing for the future of e-commerce [1] External Resources - The report is available at the provided URLs [1]

Summary of PDD Holdings Inc 2Q25 Preview Company Overview - **Company**: PDD Holdings Inc - **Industry**: E-Commerce in Asia Pacific Key Financial Metrics - **Expected GMV Growth**: 17% YoY in 2Q25 [1] - **Expected Revenue Growth**: 15% YoY in 2Q25 [1] - **Projected Non-GAAP Net Profit**: Rmb19.5 billion in 2Q25, up from Rmb16.9 billion in 1Q25 [2] - **Interest and Investment Income**: Expected to recover to Rmb3 billion in 2Q25 from Rmb223 million in 1Q25 [4] Core Insights - **Market Positioning**: PDD is better positioned in shelf-based E-Commerce compared to peers focusing on food delivery, which is experiencing intensified competition [1][5] - **Subsidy Strategy**: Continued subsidies to merchants and consumers are expected to impact the take rate, leading to slower OMS growth compared to GMV growth [2] - **Temu's Financial Performance**: Anticipated narrowed loss for Temu to Rmb1.9 billion in 2Q25 from Rmb3.4 billion in 1Q25 due to reduced S&M spending [3] Earnings Estimates Adjustments - **Revenue Estimates**: Increased by 2% for 2025, 8% for 2026, and 12% for 2027 [10] - **Earnings Estimates**: Decreased by 5% for 2025, 6% for 2026, and 4% for 2027 due to the shift to a fully-entrusted model in the US [10] Competitive Landscape - **Rational Competition**: The competition in shelf-based E-Commerce is expected to be more rational, benefiting PDD's supply-side investments [5] - **Lower Comparison Base**: PDD will have a lower comparison base for revenue and profit in 2H25, enhancing its competitive position [5] Valuation and Price Target - **Price Target**: Maintained at US$130, implying a 16x 2025e non-GAAP P/E ratio [6][14] - **Market Capitalization**: Approximately US$144.15 billion [7] Financial Summary - **Total Revenue Projections**: Expected to reach Rmb498.3 billion in 2025, with a gross profit margin of 56.7% [13] - **Net Profit Projections**: Expected to be Rmb75.4 billion in 2025, with a non-GAAP net margin of 19.2% [12][13] Additional Insights - **Interest and Investment Income Volatility**: Significant decline in interest and investment income in 1Q25 attributed to market volatility, with expectations of recovery in 2Q25 [4] - **Long-term Model for Temu**: The fully-entrusted model is projected to account for 41% of Temu's GMV by 2030, indicating a strategic shift in cross-border E-Commerce operations [11] This summary encapsulates the key points from the earnings preview for PDD Holdings Inc, highlighting its financial expectations, competitive positioning, and strategic adjustments in response to market dynamics.

Core Insights - Walmart shares have increased by approximately 8% year-to-date, outperforming the modest rise in the S&P 500, indicating strong market performance and investor confidence [2] - The company is optimistic about its future prospects, particularly regarding potential profit growth in the coming years [2] Group 1: U.S. Consumer Performance - In Q1, Walmart U.S. experienced a 4.5% comparable sales increase, showcasing continued strength in top-line performance [3] - Positive momentum was noted in the grocery and health and wellness sectors, reflecting consumer engagement with seasonal events [3] - There was some weakness in the general merchandise category, particularly at the beginning of the quarter, indicating mixed consumer behavior [4]

Core Insights - Rezolve Ai, a leader in AI-driven retail solutions, will participate in a fireside chat at the 37th Annual Roth Conference to discuss its partnership with Microsoft and the future of e-commerce [1] - The event will take place from March 16-18, 2025, with the fireside chat scheduled for March 18, 2025, at 9:00 AM [1] Company Overview - Rezolve Ai specializes in AI-powered solutions aimed at enhancing customer engagement, operational efficiency, and revenue growth [2] - The company's Brain Suite provides advanced tools that leverage artificial intelligence to optimize processes and improve decision-making [2]